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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (11742)	9/21/2003 11:18:16 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95737

From the figures you provided, it looks like 1/3 of AMAT's additional cash in the past 5 years came from selling stock at $5/share.

To: BWAC who wrote (11742)	9/22/2003 11:18:29 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95737

5 years (including the bubble) threw off $5.5 Billion of useable cash using the most favorable number. Repeat that 5 years FOR THE NEXT 30 YEARS (Seven 5 year cycles)and AMAt will have generated cash equal to its current market cap. Interesing analysis, but wouldn't you expect AMAT's cash creation ability to grow as its market cap grows? AMAT is not paying a dividend so the numbers should compound. You show them adding. Add compounding to your analysis and you might have something even more interesting.